Client Investment Strategist
Anand Rathi Share and Stock Brokers LtdRepublic Of India, IN21 hours ago
Job descriptionPreparing high quality, customized Investment Insights, Document, Review for prospects / clients within TAT; Understand various investments options and providing customized Insights based on client / prospects, suitability and risk profile. Prepare yearly review & rebalancing reports for clients within TAT Continuous monitoring and tracking portfolios of clients with the help of RM’s Team and responsible for closing of actions to build fresh AUM Maintaining and Analysis of MIS at regular intervals Synergy with Product Team and other stakeholders - Act as a bridge between Product Team and RM team to discuss nuances and positioning each new product ideas. Understanding the market dynamics and have broad knowledge on markets and its possible impact on portfolios Building own AUM Investment Advisory and Research experience of minimum 3-6 years Needs to be conversant with the working of mutual funds, PMS, AIFs etc – including their taxation, types of schemes, etc Updated knowledge about the markets and economic developments Excellent report writing and communication skills Should be proficient in Excel Should have CFP and / or NISM X A and X B – Advisor Level I & II, NISM Series V A – MF Distributors Certification Examination and NISM Series XXI A – PMS Distributors Certification Examination Should be a Graduate with 3-6 yrs of relevant experience or Postgraduate (Full time MBA preferably) with 2-5 years of relevant experience Well versed with client skills;
Roles & Responsibilities :
Investment Professional (Advisory)
- Portfolio Monitoring and Reviews;
arranging the required data inputs for senior IPs
Understand Client profile and Asset Allocation models
Job Specifications Required :
Qualifications :
to be engaged with clients and RMs at larger scale
In case there are any further queries feel free to mail over on adityaanerao@rathi.com or WhatsApp on +919819864010
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Strategist • Republic Of India, IN
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